Users who want to use the CRM faster, always make use of the hotkeys available to deal with the screens. Sometimes they have 100’s of records to be entered in the system and hence they cannot keep on clicking mouse buttons all the time to save/cancel records. Through this article I will be explaining how… Read More: Sage CRM v7.1 SP2: Hot Keys in Different Browsers »
GUMU™ Integration for Sage CRM-Sage 100 ERP provides an easy import process for customers from Sage 100 ERP (formerly Sage MAS 90/200 ERP) to Sage CRM. Though the process is stress-free and simple, we would discuss the same in this blog. Once admin user is done with the configuration part of MAS 90/200 Administration [Including… Read More: Import Customers in Sage CRM using GUMU Integration »
Sometimes we come across scenario where we have to hide fields on Page Onload (View Mode) as well as OnChange of page (Edit mode). I have written a blog for the same. You can find it in the below path: https://www.greytrix.com/blogs/sagecrm/2010/06/28/hide-and-show-fields-in-sagecrm/ The above block works fine. But I had a requirement from client that he… Read More: Hide fields and extra spaces in Sage CRM »
In our earlier post, we have discussed about “Notification feature in Sage CRM V7.2”. Here are some of the other changes that I have seen in the Sage CRM 7.2 version. Until Sage CRM v7.1, email screen used to get open in 3 different formats. i.e, Split : If this option is selected, email window will… Read More: Email Screen in Sage CRM 7.2 »
Sage CRM is available in three editions i.e. Sage CRM 100, Sage CRM 200 and Sage CRM.com. Understanding difference between these editions has always been mystifying to clients. Therefore, we thought it would be great to differentiate it and present it in a blog, which would help users to understand the difference in better manner.… Read More: Difference of Sage CRM Editions »
Sage CRM provides various feature/options to store important documents against its entities like Company, Person, Cases, etc. Few days back, we came up with a requirement of showing on-screen notification if any document is uploaded in Sage CRM by a Team member. We have even added an on-screen notification as an optional part. Notification will… Read More: Document Upload Notification in Sage CRM »
What is more important for successful business? Good resources, big premises, cafeteria, assembly areas :). Yes, these all are necessary but one thing which makes the difference is the hierarchical organization structure. In CRM we have provision to create users and specify the profiles for them. Along with this we also have field named Forecasting… Read More: Forecasting – Reports to field in CRM »
This blog explains how one can fetch different categories of phone numbers and Email addresses tagged against particular person to display in Report, Find Screen and groups in CRM. First let me explain the structure of Phone and Email entities in CRM. Refer the below given details. After understanding the relationship between entities specified in… Read More: How to add the Mobile Phone and Private Phone fields… »
Recently, one of our clients came up with a new requirement. Requirement was to show confirmation dialog box (OK Cancel Popup), on workflow action button. Here, if user clicks on OK then it proceed further with action; clicking on No terminate the action. It will be clear, if explained the same with actual scenario. We have action button… Read More: Confirmation dialog box in workflow action button of Sage CRM »
Sage CRM v7.2 has come up with many additional and exciting features. Recently, we came across a new notification feature in this version. Let me explain; sometimes it is irritating to see all the notifications displayed at the same time on your screen. In Previous versions of CRM if user has any notifications, all the… Read More: Notification Features in Sage CRM v7.2 »
